Ambit Global PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Ambit Global Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.1227.33 Cr.
Avg. 1 Year Return 0.61%
Active Clients 433
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 1 Year

Ambit Global PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Ashok Wadhwa

Founded In (year)

2024

Ambit Global Portfolio Management Service Performance or Returns

1 Year

0.61%

Nifty 50 - 1 Year

10.74%

3 Year

17.03%

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Ambit Global PMS Charges or Fees

Fixed Fees

1.75% of Fund Value (AMC)

Variable AMC

NA

Variable Profit Sharing

10% (Profit Sharing above 12%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Ambit Global Portfolio Management Services

Check out various strategies or Investment approaches provided by Ambit Global Portfolio Managers.

Strategy Name Alpha Growth Caliber Build India
Start Date 27-Jan-21 2-Apr-21 15-Jan-24
Category MULTI CAP & FLEXI CAP LARGE CAP THEMATIC
Benchmark Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) 651.89 Not Disclosed Not Disclosed
No. of Stocks NA NA NA
1 Yr. Return 1.16% 0.16% 0.52%
3 Yr. Return 24.60% 9.46% NA
5 Yr. Return NA NA NA
Fund Manager Mr Umesh Gupta Mr Umesh Gupta Mr Umesh Gupta

Top Fund Managers of Ambit Global PMS

#1

Mr Umesh Gupta

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Investment Facilities provide by Ambit Global Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

No Exist Charges

Ambit Global Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Ambit Global PMS Dashboard Link

Web Platform


Ambit Global PMS Review or Ratings by Finec.in

Overall Rating

7.62 / 10

Portfolio Performance

7.77 / 10

Support

7.58 / 10

Facilities

7.81 / 10

Charges

7.51 / 10

Experience

7.43 / 10

Ambit Global Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000007465

Contact Person

Shailesh Adukia

Telephone No.

91 7666104082

Address

Ambit House, 449 Senapati Bapat Marg, MUMBAI, MAHARASHTRA, 400013

Starting Date

Oct 11, 2024

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Ambit Global PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Ambit Global Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Ambit Global PMS

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